Organization.
We help you put your financial life in order. We help (at the “macro” level considering investments, insurance, estate, taxes, etc., and also at the “micro” level considering household expenditures).
Accountability.
We encourage you to carry out your financial commitments. We work with you to set and prioritize your goals. Not only do we show you the steps you need to take, but we also review your progress on them regularly and this allows you to see the progress you’ve made.
Objectivity.
We shed light on investment ideas most suitable to you and help you avoid making emotional investment decisions. In money matters, emotions should be kept in check. We will consult with you at those key moments of decision-making. We do the research necessary to ensure you have all the relevant information you need. We also mitigate any of our own potential conflicts of interest.
Proactivity.
As we get to know more about you, we anticipate some of life’s major transitions and help you to be financially prepared for them. We will discuss any upcoming events and create a plan of action for you to address and manage them before they take place.
Education.
It’s likely you already have a good deal of knowledge and ideas for investing. We assist you here by thoroughly getting to know you and your unique situation. We then provide the necessary resources to help you make your decisions. We also then measure and explain the risks associated with the details of each choice.
Partnership.
We want to help you live the best possible life by working with you. We don’t simply work for you. It is vital to take the time necessary to clearly understand your financial needs, objectives and investment philosophy. In tandem, we provide you with transparency regarding our own costs and compensation.